H. Adam Holt, CFP and Derek N.H. Notman, CFP

Rethink. Financial Advice

Unisciti ai leader fintech Adam Holt e Derek Notman mentre esplorano la consulenza finanziaria moderna. Aspettati nuove intuizioni, discussioni oneste e un pizzico di divertimento ribelle.

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TradePMR's Product Vision for Advisors featuring Jon Patullo

S3 E70 • 32 mins • Jan 24, 2025

Episodi recenti

Jan 24, 2025

TradePMR's Product Vision for Advisors featuring Jon Patullo

S3 E70 • 32 mins

Dec 20, 2024

Organic growth, investors, and exits with Abby Salameh

S3 E69 • 32 mins

Dec 9, 2024

Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

S3 E68 • 37 mins

Oct 2, 2024

Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

S3 E67 • 54 mins

Jul 10, 2024

Advice Mindset - Purpose and Principles featuring Breanna Blaney

S3 E66 • 40 mins

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